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Anonymous's avatar
Anonymous
Not applicable
8 years ago

How create relationship between budget sheet and Sales table

Hi All,

 

I have problem creating relationship between budget and sales table

 

1. I have budget in Excel workbook, Consists of Monthly and weekly budget

2. Need to compare monthly and weekly budget  with Total Sales, Gross Profit and Gross Margin.

3.Compare State wise, Sales category wise , Month and Week wise.

 

 

What I did , created another workbook for distinct Month number, Month name and year and created a realationship between budget and sales table, it only works with month number but I cant compare it state wise and category wise. Can any one please help me out.relation shipbudget

Need Help

10 Replies

  • Phil_Seamark's avatar
    Phil_Seamark
    Microsoft Employee
    8 years ago

    Hi Anonymous

     

    I would break the relationship between budget and sheet1, and instead create a relationship between budget and your date table.

     

    I would also switch the bi-directional filters to be single directional.

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Hi Phil_Seamark

       

      Thanks for your reply,

       

      When I am trying to create a relationship between Budget(Month Number) and Date Table(Month Number). I am getting following error. So I have created extra sheet with only unique values to solve this problem.

      • Phil_Seamark's avatar
        Phil_Seamark
        Microsoft Employee
        8 years ago

        Hi Anonymous

         

        Maybe connect your budget table to the Date column (not the month column) in your date table